The weekly transcript sample
You'll be able to: run a 20-minute weekly check of what the voice agent, the chat, and staff actually said.
Rule 4-7.11 makes the firm responsible for its communications with prospective clients, whoever or whatever sends them. Rule 4-5.3 asks lawyers to supervise nonlawyer assistance, and Ethics Opinion 24-1 applies that to AI. Approving templates at setup is not the end of supervision. Supervision is looking at what went out.
A weekly sample is enough for a small firm. Twenty minutes, same day every week, the managing attorney or a delegate.
The sample (a starting point; adjust to your volume):
- 3 AI voice calls (at least one in Spanish)
- 3 website chats (at least one in Spanish)
- 3 staff threads (at least one with a handoff)
- Every escalation from the week
For each, check:
- Did the AI disclose it was automated, and did the call announce recording?
- Did anyone, human or AI, give legal advice, predict an outcome, or estimate value?
- Were escalations handled as set in Lesson 1.3?
- Did the person get a next step within the firm's standard?
- Did the Spanish read as written in Spanish?
Write down what you found, even when it is "nothing." A log of weeks with nothing found is evidence of supervision. A finding gets a fix: retrain a staff member, change an approved reply, adjust the agent's instructions (through support or the next quarterly review), and note the fix.
Do not skip the sample in a busy week. The weeks the firm is busiest are the weeks shortcuts happen.
Do it in LegalCRM
- Create a recurring weekly task for the reviewer, the same day each week.
- Use the conversation filters to pull AI calls, chats, and staff threads from the last 7 days.
- Record findings in a transcript review log (a shared document or a custom object, as set at setup): date, item, finding, fix.
- If a finding is about the agent or chat, send it to your named support contact.
Ask the Guide
Paste this into the AI guide, without client names or matter facts:
"Turn this checklist into a one-page weekly review form we can print: [paste the five checks]."